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SCHEDULE A CALL
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Education Savings Bonds Program: Safe Investment for the future with limitations
Education Planning Neha Jadhav 2/3/21 Education Planning Neha Jadhav 2/3/21

Education Savings Bonds Program: Safe Investment for the future with limitations

How can you use Series EE and Series I savings bonds for education expenses and the tax implications that might have for you.

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Roth IRA Accounts: Intended for retirement, but accessible for education
Education Planning Neha Jadhav 1/27/21 Education Planning Neha Jadhav 1/27/21

Roth IRA Accounts: Intended for retirement, but accessible for education

It is possible to use your Roth IRA to cover some education expenses, just be sure you meet the qualifications first.

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Education Planning 101: Do you know your options? It’s never too soon to start planning.
Personal Finance, Education Planning Neha Jadhav 1/20/21 Personal Finance, Education Planning Neha Jadhav 1/20/21

Education Planning 101: Do you know your options? It’s never too soon to start planning.

This is a great place to start when thinking about education savings for your child.

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Coverdell Education Savings Account (CESA): Flexible Investing But Within Limits
Personal Finance, Education Planning Neha Jadhav 1/13/21 Personal Finance, Education Planning Neha Jadhav 1/13/21

Coverdell Education Savings Account (CESA): Flexible Investing But Within Limits

A Coverdell Education Savings Account (CESA) is a type of trust or custodial account to help provide funding for educational expenses.

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